| 1 | | Executive Director, Family Wealth Director, Wealth Advisor | los gatos |  US | | | +14088366173 | Morgan Stanley | +14088366173|+19142538401 | New York, New York, United States | Investment Management | New York, New York, United States | +1 8884540555 |
| 2 | | Wealth Advisor | norwell | US | | | +15082597217 | Ubs | +15082597217|+16174398257|+16174398000 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 3 | | Vp, Portfolio Management Director, Family Wealth Advisor, Financial Advisor, Nmls Number: 1494475 | omaha | US | | | +14026899242 | Morgan Stanley | +14026899242 | New York, New York, United States | Investment Management | New York, New York, United States | +1 8884540555 |
| 4 | | Wealth Advisor and Registered Representative With Calton and Associates | seminole | US | | | +17275014314 | Belleair Wealth Management | +17275014314|+17273987900 | Belleair Bluffs, Florida, United States | Investment Management | Belleair Bluffs, Florida, United States | N/A |
| 5 | | Wealth Advisor, Managing Director, Partner | north potomac | US | | | +13018731800 | Vwg Wealth Management | +13018731800|+13018811564|+13017620000|+14105739451|+17035834001 | Vienna, Virginia, United States | Financial Services | Vienna, Virginia, United States | N/A |
| 6 | | Private Wealth Advisor | mansfield center | US | | | +18607294496 | Ameriprise Financial Services, Inc. | +18607294496|+18602908880|+19087136600|+18602892301|+19016063185|+18606845235 | De Pere, Wisconsin, United States | Financial Services | De Pere, Wisconsin, United States | +1 4128546103 |
| 7 | | Chartered Retirement Planning Counselor, Private Wealth Advisor | santa barbara | US | | | +18056892342 | Ameriprise Financial Services, Inc. | +18056892342|+18059645229|+18056870355|+18059693112 | De Pere, Wisconsin, United States | Financial Services | De Pere, Wisconsin, United States | +1 4128546103 |
| 8 | | Wealth Advisor, Irongate Partners Inc | wilmington | US | | | N/A | Irongate Partners, Inc. | +19106864005|+19107943333 | Wilmington, North Carolina, United States | Financial Services | Wilmington, North Carolina, United States | N/A |
| 9 | | Wealth Advisor at Morgan Stanley | dallas | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 10 | | Private Wealth Advisor | memphis | US | | | N/A | Suntrust Bank | +19013241130|+15084796859|+19014874775 | Atlanta, Georgia, United States | Banking | Atlanta, Georgia, United States | +1 3212674411 |
| 11 | | Private Wealth Advisor | houston | US | | | N/A | Morgan Stanley | +12814378314|+17139839493|+17139839492 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 12 | | Private Wealth Advisor | darien | US | | | N/A | Ubs | +12037194406 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 13 | | Wealth Advisor | san francisco | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 14 | | Wealth Advisor | minneapolis | US | | | N/A | Thrivent Financial | +16517650858|+16517656508|+16516350500 | Minneapolis, Minnesota, United States | Financial Services | Minneapolis, Minnesota, United States | +1 8125502914 |
| 15 | | Private Wealth Advisor, Crpc, Ameriprise Financial Services, Inc | los angeles | US | | | N/A | Ameriprise Financial Services, Inc. | +18186621950 | De Pere, Wisconsin, United States | Financial Services | De Pere, Wisconsin, United States | +1 4128546103 |
| 16 | | Private Wealth Advisor at Ameriprise Financial Services, Inc | boston | US | | | N/A | Ameriprise Financial Services, Inc. | +17814619669|+16037267319|+16177621937 | De Pere, Wisconsin, United States | Financial Services | De Pere, Wisconsin, United States | +1 4128546103 |
| 17 | | Vice President, Family Wealth Advisor, Senior Portfolio Manager, Financial Advisor | san francisco | US | | | N/A | Morgan Stanley | N/A | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 18 | | Wealth Advisor | winter park | US | | | N/A | Wateroak Advisors | N/A | Winter Park, Florida, United States | Investment Management | Winter Park, Florida, United States | N/A |
| 19 | | Wealth Advisor | dana point | US | | | N/A | Optivest Wealth Management | N/A | Dana Point, California, United States | Financial Services | Dana Point, California, United States | N/A |
| 20 | | Associate Wealth Advisor | salt lake city | US | | | N/A | Albion Financial Group | N/A | Salt Lake City, Utah, United States | Investment Management | Salt Lake City, Utah, United States | N/A |